CubeSmart (CUBE) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 4 calls on CubeSmart (CUBE) from 2 tracked investors: 4 bullish, 0 bearish and 0 neutral. The most recent is bullish, posted by @Mr_Neutral_Man on Oct 29, 2026 when CUBE last closed at $41.08. Of 1 scored call, 0 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on CUBE?
Consensus: bullish. Every current directional call on CUBE points the same way (Jussi Askola, CFA (@askjussi) and Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)).
Every logged CUBE call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 29, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $41.08 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 13, 2026 | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | Bullish (long) | $37.95 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 25, 2026 | Jussi Askola, CFA (@askjussi) | Bullish (long) | $37.61 | $40.14 on Oct 26, 2026 | Open (not yet scored) | post |
| Feb 10, 2026 | Jussi Askola, CFA (@askjussi) | Bullish (long) | $38.16 | $40.99 on Aug 10, 2026 | L, -3.9 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for CUBE
- CubeSmart Q3: NYC/northern New Jersey stores (about a quarter of NOI) grew NOI 5.5% year over year in a high-barrier market; Sunbelt supply drags; he holds it as a low-leverage quality self-storage REIT. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 29, 2026; source)
- Expects his REIT basket (CUBE, CPT, MAA, REXR) to compound above 10% a year over five years. (Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Oct 13, 2026; source)
- CubeSmart trades cheaper than Public Storage (about 15x FFO vs 17.5x, 5.4% vs 4% yield) despite better long-term growth prospects; locations should regain pricing power as new supply fades. (Jussi Askola, CFA (@askjussi), Sep 25, 2026; source)
- Archive: 1 earlier bullish call on CUBE went 0-1 against the S&P 500.
The bear case for CUBE
No tracked investor has a current bearish thesis on CUBE.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @Mr_Neutral_Man (Oct 29, 2026): "High barrier, no rent regs like housing, truly a great asset"
- @Mr_Neutral_Man (Oct 13, 2026): "Hard to imagine you don't get over 10% CAGR in next 5 years"
- @askjussi (Sep 25, 2026): "Despite better long-term growth prospects, CubeSmart trades cheaper than Public Storage"
- @askjussi (Feb 10, 2026): "$CUBE seems like a potential target in the US."
Track records of the players calling CUBE
| Player | Calls on CUBE | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | 2 | 0-0 | - | - | No scored calls yet |
| Jussi Askola, CFA (@askjussi) | 2 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on CubeSmart (CUBE)?
As of November 5, 2026, @Mr_Neutral_Man and @askjussi have logged bullish calls on CUBE. Current bullish voices: @askjussi and @Mr_Neutral_Man.
Who is bearish on CUBE?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on CUBE.
What is the consensus on CUBE among tracked investors?
Current calls on CUBE lean bullish; no tracked investor is on the other side right now.
What price was CUBE at when these calls were made?
Prices at call ranged from $37.61 to $41.08. The most recent call was made when CUBE last closed at $41.08. We use the last close known when each post went up.
How have past CUBE calls performed?
0 of 1 scored call on CUBE beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on CUBE?
Consensus: bullish. Every current directional call on CUBE points the same way (Jussi Askola, CFA (@askjussi) and Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man)).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the CUBE page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.